Welcome’s Signup & Quick Onboarding
// It’s a battlefield! For Welcome’s freemium SaaS signup onboarding process, the following key factors were what we focused on to ensure a successful and effective experience for users:
Simplified Signup Process
It is crucial to keep the signup process simple and user-friendly. Minimize the number of required fields and steps to reduce friction and potential drop-offs. Only ask for essential information during the signup process. This can be tricky as we want to increase the success rate of free signups while the business still obtains valuable information to convert them into leads.
Clear Value Proposition
How does our product stand out from our competitors? We aim to clearly communicate the value of our product to potential users during the signup process. We highlight key features and benefits that address their pain points and explain how our product can solve their problems.
Personalization
We tailored the onboarding experience to the individual user’s needs and preferences. The flow changes based on the data we collected during signup and use it to personalize the onboarding journey. This is to ensure them to find the most relevant features based on the user’s role, goals, or behavior.
Guided Onboarding Flow
An essential concept that may be new to our users is our “campaign”. We’ve developed an interactive walkthrough that simplifies and presents the structure of our platform in an understandable manner. This feature not only highlights the platform’s unique capacities but also places special emphasis on its robust planning tools such as the Kanban board, calendar view, and so on.
Clear Call-to-Action (CTA)
It’s crucial to include a clear and prominent call-to-action button that prompts users to take the next step in the onboarding process. Don’t cramp in unnecessary actions that could confuse users or derail them.
Progress Indicators:
No progress indicator can frustrate users. We implemented clear progress indicators to show users their progress in the onboarding process and how much is left to complete. This visual feedback helps users feel a sense of accomplishment and encourages them to continue with the onboarding journey.
Follow-Up Emails:
We use Intercom to plan and schedule follow-up emails after signup to reinforce the value proposition, provide additional resources, and encourage users to take further action. These emails include tips, tutorials, success stories, and special offers to keep users engaged and motivated.
Analytics and Iteration:
Following the introduction of our sign-up experience, we’ve persistently monitored and assessed our onboarding process’s efficacy using various analytical tools. For instance, we’ve examined elements like the ‘skip’ button’s positioning, the phrasing of our value proposition, and the fields included in our sign-up form, in order to ensure the collection of necessary data without deterring our users.
This post is mainly to capture what we had implemented as they evolved quickly.
References:
The Ultimate Guide to Freemium
Freemium Strategy 101: Ultimate Guide for SaaS Companies [+ Examples]
User Onboarding UX: Everything You Need to Know
SaaS Onboarding User Experience: Why Make the First 7 Minutes Count